Author: Micah McDonald

Builder of the Deep Value ETF Accumulator published daily on http://StockTwits.com Retired USAF Crew Chief. Metrology tech at a lab deep in the Arctic Circle.
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Don’t Follow the Herd in Emerging Markets (DGS)

Investors often lean toward large-cap stocks, and that’s still true when they venture into emerging markets. Large-cap bias explains the popularity of funds linked to the MSCI Emerging Markets Index and comparable benchmarks. However, that bias isn’t paying off this year. Due to China’s regulatory crackdown that’s ensnared mostly large-cap companies, the MSCI Emerging Markets […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/dont-follow-the-herd-in-emerging-markets-2021-10-02

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4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.5

  • Asset Class: U.S. Small Cap Value

  • Long-Term Performance: 13.95% CAGR

  • Correlation to U.S. Markets: 0.89

  • U.S. Large Cap Blend Performance: 10.71% CAGR

  • Back test timeframe: January 1972 – September 2021

  • Oldest ETF back tested: iShares S&P Small-Cap 600 Value ETF (IJS)

  • Long-Term Performance: 10.34% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 7.33% CAGR

  • Back test timeframe: August 2000 – September 2021

  • Number of ETFs available in this asset class: 25

  • Number of ETFs in this asset class that are 10-years old or older: 13

U.S. Small Cap Value vs U.S. Large Cap Blend (aka S&P500): January 1972 – September 2021

Continue reading “4 Best Long-Term Performance U.S. Small Cap Value ETFs 1.5”

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Residential REITs ETFs Could Be an Attractive Yield-Generating Opportunity (REZ)

As housing rental prices continue to gain, income-minded investors should consider real estate investment trusts and related exchange traded funds with a focus on the residential segment. According to Real Page data, national asking rents rose 10.3% in August year-over-year, the first double-digit increase in the over two decades this data has been collected, the […] Read more at ETFtrends.com.
— Read on www.nasdaq.com/articles/residential-reits-etfs-could-be-an-attractive-yield-generating-opportunity-2021-09-15

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4 Best Long-Term Performance U.S. Long Term Government Treasury ETFs 1.5

  • Asset Category: U.S. Long Government Bonds

  • Long-Term Performance: 8.40% CAGR

  • Correlation to U.S. markets: 0.02

  • S&P 500 Performance (US Large Cap Blend): 12.07% CAGR

  • Back test timeframe: January 1978 – August 2021

  • Oldest ETF back tested: iShares 20+ Year Treasury Bond ETF (TLT)

  • Long-Term Performance: 6.74% CAGR

  • Correlation to U.S. markets: -0.32

  • S&P 500 Performance: 10.88% CAGR

  • Back test timeframe: August 2002 – August 2021

  • Number of ETFs available in this asset class: 12

  • Number of ETFs in this asset class that are 10-years old or older: 8

U.S. Long Government Bonds vs U.S. Large Cap Blend Equities: January 1978 – August 2021

TLT vs SPY: August 2002 – August 2021

TLT vs SPY: July 26, 2002 – September 3, 2021

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4 Best Long-Term Performance Real Estate Sector ETFs 1.5

  • Asset Class: Real Estate Sector

  • Long-Term Performance: 9.80% CAGR

  • Correlation to U.S. Markets: 0.60

  • U.S. Large Cap Blend Performance: 10.58% CAGR

  • Back test timeframe: January 1994 – August 2021

  • Oldest ETF back tested: iShares U.S. Real Estate ETF (IYR)

  • Long-Term Performance: 9.94% CAGR

  • Correlation to U.S. Markets: 0.67

  • S&P 500 Performance: 7.49% CAGR

  • Back test timeframe: July 2000 – August 2021

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 14

REITs vs U.S. Large Cap Blend: January 1994 – August 2021

IYR vs SPY: July 2000 – August 2021

IYR vs SPY: June 19, 2000 – September 3, 2021

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4 Best Long-Term Performance Foreign Large Cap Growth ETFs 1.5.1

  • Asset Category (similar): International Developed ex-US Market

  • Long-Term Performance: 7.39% CAGR

  • Correlation to U.S. markets: 0.71

  • S&P 500 Performance (US Large Cap Blend): 11.28% CAGR

  • Back test timeframe: January 1986 – August 2021

  • Oldest ETF back tested: iShares MSCI EAFE Growth ETF (EFG)

  • Long-Term Performance: 6.71% CAGR

  • Correlation to U.S. Markets: 0.87

  • S&P 500 Performance: 10.67% CAGR

  • Back test timeframe: September 2005 – August 2021

  • Number of ETFs available in this asset class: 19

  • Number of ETFs in this asset class that are 10-years old or older: 5

International Developed ex-US Market vs US Large Cap Blend: January 1986 – August 2021

EFG vs SPY: September 2005 – August 2021

EFG vs SPY: August 5, 2005 – September 1, 2021

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PHO / FIW: 2 Water ETFs that Will Benefit from Bipartisan Infrastructure Bill

Invesco Water Resources ETF(NASDAQ:PHO): The water utility industry is expected to generate solid growth in the coming years, fueled by the government’s efforts to repair aging water infrastructure. So, we think investors seeking to capitalize on the industry’s growth in a relatively less risky way could do worse than bet on famous water ETFs Invesco Water Resources ETF (PHO) and First Trust Water ETF (FIW). Read on.
— Read on stocknews.com/news/pho-fiw-2-water-etfs-that-will-benefit-from-bipartisan-infrastructure-bill/